Grisemer Family Charitable Trust
The Grisemer Family Charitable Trust was a private foundation based in Bethesda, Maryland. Its 2023 filing is marked as a final return: the trustees executed a Termination Agreement effective December 31, 2023, and distributed all remaining assets to Raymond James Charitable. The trust appears to have wound down, so its filing’s application information should not be treated as current.
Grisemer Family Charitable Trust at a glance
In short: Grisemer Family Charitable Trust gave $915K across 22 grants in 2023 (avg $42K), mostly in Florida. 14% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $915,150
- +1452.2% vs 2022
- Grants made (2023)
- 22
- +37.5% vs 2022
- Average grant
- $41,598
- +1028.9% vs 2022
- Median grant
- $2,500
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2023; small sample)
- Primary geography
- Florida (98% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Grisemer Family Charitable Trust
- How to Apply
-
The filing lists a letter as the application material and qualified charitable organizations as the award restriction. It states that there are no deadlines; this information is from the trust’s final filing and is not presented as a current application process.
- Contact
Application contact: Grisemer Family Charitable Trust
Mailing address: 5411 Duvall Drive, Bethesda, MD 20816
Phone: (301) 320-6180
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Grisemer Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Raymond James Charitable ($892K across 9 grants). Together the top 10 received $911K.
Grant Size Distribution
83 grants across all recorded years
The most common grant size was under $50K: 76 grants of 83 (92%).
Geographic Focus
Where this funder awards grants
In 2023, 98% of grant dollars went to recipients in Florida and 2% to recipients in Illinois. The filing also lists Ohio, Tennessee, and Virginia at 0% each.
Grant Distribution by State
Share of 2023 grant dollars across all 22 itemized grants.
Cities
Is Grisemer Family Charitable Trust open to new grantees?
14%
first-time grantees, 2023
In 2023, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $447K; repeat grants $2K. How we count
Medians: $447K first-time, $2K repeat.
- 86% of 2023 grantees were also funded in 2022. Method
- Giving grew 2636% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $33K (2020) to $915K (2023). In 2023 it made 22 grants totaling $915K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $240,125 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $212,360 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $100,920 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $93,251 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $74,784 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $64,391 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $56,166 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $43,194 |
| Raymond James Charitable St Petersburg, FL | Establish Donor Advised Fund to carry out charitable purposes of Trust | $7,300 |
| WTTW-11 Chicago, IL | General Use | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $16,079 | $920,066 | $915,150 | 22 | $920,066 | $16,079 | $24,501 |
| 2022 | $1,003,130 | $56,154 | $61,119 | $58,957 | 16 | $61,119 | $56,154 | $46,611 |
| 2021 | $878,914 | $37,054 | $36,642 | $34,852 | 15 | $36,642 | $37,054 | $38,957 |
| 2020 | $724,016 | $23,197 | $34,842 | $33,449 | 15 | — | $23,197 | $36,245 |
| 2019 | $760,962 | $25,747 | $36,036 | $34,584 | 15 | — | $25,747 | $34,901 |
Under IRS private-foundation payout rules, Grisemer Family Charitable Trust reported a distributable amount of $25K for 2023 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2023 filing says it did not restrict giving to preselected organizations and limited awards to qualified charitable organizations.
The trust’s 2023 grantees included the Hinsdale Historical Society, whose mission is to collect, preserve, and promote Hinsdale history; Wellness House, which says it supports people affected by cancer through programs offered at no cost and complementary to medical treatment; and Candor Health Education, whose stated mission is to positively affect young people’s physical, social, and emotional health through education programs in partnership with parents, schools, and communities.
Grantmaking
In 2023, the trust reported 22 grants totaling $915,150. Grant amounts ranged from $1,000 to $240,125, with a median of $2,500. The largest listed grants went to Raymond James Charitable: eight grants ranging from $43,194 to $240,125 were designated to establish donor-advised funds to carry out the trust’s charitable purposes. Other listed recipients included WTTW-11 ($5,000), the Hinsdale Historical Society ($3,000), Community House ($2,000), Wellness House ($2,000), and Candor Health Education ($1,000), with the latter three amounts reported for 2023.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Janet S Grisemer, Alison G Newman, and Benjamin W Grisemer as trustees.
Grisemer Family Charitable Trust's 2023 filing lists 3 officers; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Alison G Newman
Trustee
On filings since 2019
No compensation reported
Benjamin W Grisemer
Trustee
On filings since 2019
No compensation reported
Janet S Grisemer
Trustee
On filings since 2019
No compensation reported
Former officers (1)
- Former: Robert E Grisemer (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Grisemer Family Charitable Trust
How much does Grisemer Family Charitable Trust give each year?
Grisemer Family Charitable Trust gave $915K across 22 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $59K across 16 grants.
What is Grisemer Family Charitable Trust's typical grant size?
Grisemer Family Charitable Trust's median grant in 2023 was $2,500, and its average grant was $41,598, across 22 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Grisemer Family Charitable Trust that year got $447K on average.
Where does Grisemer Family Charitable Trust give grants?
Grisemer Family Charitable Trust gives mostly in Florida: 98% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St Petersburg, FL (9 grants), Hinsdale, IL (4 grants) and Cincinnati, OH (2 grants).
Does Grisemer Family Charitable Trust give general operating support?
Yes: 59% of Grisemer Family Charitable Trust's 2023 grants with a stated purpose (13 of 22) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Grisemer Family Charitable Trust's largest grantees?
Grisemer Family Charitable Trust's largest 2023 grantees include Raymond James Charitable ($892,491 across 9 grants), WTTW-11 ($5,000) and Hinsdale Historical Society ($3,000), according to its 2023 IRS Form 990-PF. Together they received 98% of its itemized 2023 grant dollars.
What does Grisemer Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2023 filing says it did not restrict giving to preselected organizations and limited awards to qualified charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Grisemer Family Charitable Trust?
The filing lists a letter as the application material and qualified charitable organizations as the award restriction. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Grisemer Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Grisemer Family Charitable Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Grisemer Family Charitable Trust's EIN?
Grisemer Family Charitable Trust's EIN (Employer Identification Number) is 36-7215106. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 31, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2024)
- IRS filings on file for fiscal years 2019–2023
Live grants for the work Grisemer Family Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Grisemer Family Charitable Trust's focus areas in our free grants database
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Grisemer Family Charitable Trust down — hundreds of funders to go?